If You Can Read This . . . You Aren’t Out Meeting With Donors

Image courtesy of bplanet at FreeDigitalPhotos.net

Many years ago at a conference I picked up a give away from Jerold Panas, Linzy & Partners, a large fundraising consulting firm. It was a table tent – a piece made of card stock that folds in order to stand up. It had a simple saying: If you can read this…you aren’t out meeting with donors.

I think this should be the mantra of every fundraiser, especially those who are responsible for raising major gifts for their organizations. But it is easier said than done. There are many things in the jobs of fundraisers that keep them from the most important tasks.

Here are some things you can do to make sure you are focusing on the most important work.

1. Take a hard look at your calendar – I’m not one for dwelling in the past but look at your calendar over the past 6 months and evaluate where you’ve spent most of your time. Was it out meeting with donors? For the times you were in the office, did you spend quality blocks of time reaching out to donors for in person meetings? Once you have reviewed your calendar, commit to making changes for the next 6 months.

2. Make calling on donors your top priority – create a list of your top prospects and commit to contacting them on a regular basis. Contact should include writing to them, meeting with them, and bringing them to your organization for tours. It takes time to plan and execute donor cultivation. It will include many phone calls and correspondence.

3. Be relentless in protecting your priorities – after you commit to making calling on donors and prospects your priority, there is a danger that other things will creep back onto your calendar. Things like internal meetings, special events, and temporary assignments. Don’t let that happen. Always give donor interactions the highest priority.

4. Be open with those you work for and with – sometimes fundraisers are tethered to their offices by the expectations of those around them. Talk openly with your supervisor and explain why you aren’t always at your desk. Be sure they are clear that this will lead to increased results for your major gifts efforts. Same goes for those who report to you or are on your team. Help them to understand why you are often out. If those people are also fundraisers, work as a team to encourage each other in being out more.

5. Don’t judge your productivity by how much time you spend in the office – when you create a ‘to do’ list (and I LOVE lists) make sure that your meetings with donors are at the top. Don’t fall into a trap where your productivity is judged by things that are accomplished inside the walls of your office. In major gift fundraising the most effective thing you can do is get out and meet with people.

So let’s get started now. Who should you call first and ask for a meeting? What are you waiting for?